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Sagespring Wealth Partners’s Eversource Energy ES Stock Holding History

Sagespring Wealth Partners’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336K Buy
4,848
+256
+6% +$18.1K 0.01% 612
2025
Q4 		$309K Buy
4,592
+424
+10% +$29.8K 0.01% 613
2025
Q3 		$297K Buy
4,168
+656
+19% +$43K 0.01% 612
2025
Q2 		$223K Buy
+3,512
New +$216K ﹤0.01% 661

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sagespring Wealth Partners's ES Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Eversource Energy (ES) stake by 5.6% in Q1 2026, buying an estimated $18.1K and bringing the position to 4,848 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #612.

Sagespring Wealth Partners first reported a position in ES in Q2 2025 and has held it in 4 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Sagespring Wealth Partners held 4,848 shares of Eversource Energy worth $336K as of Q1 2026.
  • Sagespring Wealth Partners bought 256 Eversource Energy shares in Q1 2026, an estimated $18.1K.
  • Eversource Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #612 holding.
  • Sagespring Wealth Partners first reported a position in Eversource Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.